MERGER & ACQUISITION CAPITAL SERVICES, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
135113
Registered since
September 26, 2005

Firm profile

FINTRX

Overview

Merger & Acquisition Capital Services, LLC is organized as a limited liability company and is classified as an investment bank. The firm has been SEC-registered since 2005. Ownership is listed as a combination of a foreign entity and an individual. The dataset characterizes the firm as not being a capital allocator, not identifying as an active ESG investor, and not operating as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Ralph Barbieri

    Chief Operating OfficerCRD 6919021

  • JASON MURGIO

    Principal and Chief Executive OfficerCRD 3139459

  • MONICA DIFIORE

    Chief Compliance OfficerCRD 2966552

Contacts

3 of 7
  • PAUL PROCOPS

    Vice PresidentCRD 5595215

  • Vanessa Murgio

    Director of MarketingCRD 6829492

  • Stephen Scales

    Senior AssociateCRD 7022463

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
320 E 53rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth